NW
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Nathan Walsh

3 Years of Experience
Orlando, FL
Broker

Nathan Walsh is a registered investment advisor at International Assets Advisory, LLC, based in Orlando, FL, with 3 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
104 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nathan is the Vice President of Megatel Capital Investments/Megatel Homes, Inc., a real estate construction financing company, dedicating about half of his time. He also works as an assistant coach for ADVNC Lacrosse for a few hours per week and is a limited partner in Walsh Real Estate, spending minimal time on this.

Employment History
Current Registrations
International Assets Advisory, LLC
April 2024 - Present · 2 yrs 3 mos
International Assets Advisory, LLCBroker
April 2024 - Present · 2 yrs 3 mos
International Assets Investment Management, LLC
February 2024 - Present · 2 yrs 5 mos
Previous Registrations
Fisher Investments
December 2022 - January 2024 · 1 yr 1 mo
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Nathan Walsh - Financial Advisor | TrueAdvisor